Legacy Wealth
Partners is now The
Colony Group

We are excited to join our friends and colleagues at The Colony Group! Together, we are a stronger team with complementary capabilities to help our clients find meaning and joy in their lives. Our personal relationships with our clients will remain the foundation and future of our firm -
Welcome to our new home!

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Team

Comprised of two CERTIFIED FINANCIAL PLANNER™ practitioners and an excellent support staff, the team at Legacy Wealth Partners presents a united front in the face of complex financial planning. Years of working side by side have cultivated a perfect cohesion of our individual talents and group strengths. We invite you to learn more about who we are and about the personal and professional skills we bring to the table.  

Boasting nearly 25 years of experience as a financial advisor, Brad Levin is passionate about providing a client experience that makes living with less stress a reality.

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David Tracy serves as both the Chief Operations Officer and a Wealth Advisor at Legacy Wealth Partners. David been with the firm for over 10 years and initially worked in the operations department.

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Helen Galeano has worked both in the medical and customer service fields. She possesses a strong background in client relations and service. Her previous experience included running and maintaining a practice for six doctors, which...

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Kailee Hicks, FPQP™, CDFA®

Relationship Manager/Paraplanner

Kailee Hicks is a Paraplanner and Client Service Associate with Legacy Wealth Partners. She assists with financial plans as well as provides support to clients and advisors.

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